Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Daley is a financial advisor with MML Investors Services, LLC. Denise has been in the industry since 2003 and has a broad range of experience in financial planning, portfolio management, and retirement planning. Denise has a strong track record of success in helping clients achieve their financial goals. Denise holds the Series 7, Series 63, Series 66, and Series 24 licenses. Denise is also a Registered Representative and Investment Advisor Representative in the state of Maryland and Virginia. In addition to her work with MML Investors Services, LLC, Denise is also involved in the community.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MD
03/26/2022 - Present
MML Investors Services, LLC (Bethesda MD)
MD
04/06/2020 - 03/03/2022
PARK AVENUE SECURITIES LLC (CHEVY CHASE MD)
MD
10/19/2015 - 04/19/2018
WELLS FARGO CLEARING SERVICES, LLC (ROCKVILLE MD)
DC
03/02/2007 - 08/10/2015
ICMA-RC SERVICES, LLC (WASHINGTON DC)
MD
10/21/2005 - 12/05/2006
UBS FINANCIAL SERVICES INC. (ROCKVILLE MD)
MD
10/31/2002 - 09/24/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
11/21/1995 - 06/29/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Denise Daley is the right advisor for you? Invested Better is here to help.
